+145.1%
NTAP vs OPEN
-35.0%
+180.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.0% |
| 7D | -5.0% | -21.7% | +16.7% | -3.8% |
| 30D | -25.8% | -36.5% | +10.7% | -24.0% |
| 3M | -6.9% | -59.5% | +52.7% | -2.2% |
| 6M | +50.0% | -71.9% | +121.9% | +60.5% |
| YTD | +66.9% | -75.8% | +142.8% | +79.2% |
| 1Y | +58.3% | -78.5% | +136.8% | +70.3% |
| 3Y | +145.1% | -30.2% | +175.3% | +115.1% |
| All | +145.1% | -35.0% | +180.2% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling